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Dimensional Etf Trust shares owned by Core Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Core Wealth Management from 13F filings

Historical chart of Core Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Core Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Core Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $632k 13k 47.00
2024-06-30 $632k 13k 47.00

More positions owned by Core Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Nextera Energy (NEE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
McDonald's Corporation (MCD)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)

View all positions for Core Wealth Management

Top funds holding Dimensional Etf Trust

Colony
Beaird Harris Wealth Management
Resources Investment Advisors
Buckingham Asset Management
Buckingham Strategic Partners
Planning Center
DiNuzzo Private Wealth
Savant Capital Management
HighTower Advisors
Assetmark
Envestnet Asset Management
Market Street Wealth Management Advisors
Great Waters Wealth Management
Apella Capital
WPWealth

View all funds holding Dimensional Etf Trust